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- Remote Patient Monitoring
- Process
- Encounter to payment
Encounter to payment
Review a care service, reconcile its invoice and confirm the received payment.
Step by step
-
Select completed care Billing Specialist
Billing Specialist reads the encounter's patient, clinician and service dates.
- Minimal billing context checked
- Updates Encounters, Patients
-
Draft service charge Billing Specialist
The specialist enters the approved service description and amount against that encounter.
- Draft charge linked to visit
- Updates Charges, Encounters
-
Approve charge Billing Specialist
An authorized billing decision confirms the service before invoicing.
- Draft → Approved
- Updates Charges
ApprovalA person approves before the work moves on. -
Reconcile invoice Billing Specialist
Billing Specialist checks the authorized invoice in the billing system and marks the charge invoiced.
- Approved → Invoiced
- Updates Charges
-
Confirm payment Billing Specialist
Billing Specialist records the patient's received amount, date and reference after payment confirmation.
- Pending → Confirmed
- Updates Payments, Patients
-
Review refund Billing Specialist
A refunded payment remains visible with its original reference.
- Confirmed → Refunded
- Updates Payments
Who does what
Roles and permissions- Billing Specialist
- , Admin.
Set up Remote Patient Monitoring your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.